Our client, an exceptional boutique wealth management firm that is experiencing a growth phase of clients and revenue is looking for a driven and successful Financial Planner to join their team. Boasting a great working culture and lucrative bonus structure for all Advisers, the successful candidate will have the opportunity to work in a trusting environment where they can manage their work autonomously.
- Lucrative base + bonus structure
- Work with an existing book of engaged clients
- Opportunities for career progression
- Work with a leading multi-disciplinary wealth management firm
To be considered, candidates must have:
- CFP qualifications, or close to completion
- 6+ years' experience as a Financial Planner
- Strong experience providing complex holistic advice to HNW clients
- Experience in a Boutique Financial company
- Understanding of Mortgage Broking
If successful, your responsibilities will include:
- Service an existing book
- Provide tailored holistic advice
- Generate new business through referral partners and client referrals
- Oversee advice process to ensure efficiency and compliance
- Build and maintain ongoing client relationships
Don't miss out on this exciting opportunity! For a confidential discussion please contact Sean Ghadri at Fuse Recruitment on 0432 251 228 or firstname.lastname@example.org Or apply to the role directly! We look forward to hearing from you.
At Fuse, we specialise in recruitment for the Wealth Management industry and actively source for a broad range of established clients. If you are a Financial Planning, Mortgage Broking professional looking for your next opportunity, I'd love to hear from you!